Customer experience | Sales, Customer Insights,...

How to unhide field based on choice selected from another column

(0) Share

Report

Posted on by Divya_R

HI Team,

Is there a way to unhide a field based on option selected from another field. I need this conditional formatting which shows the field right away (because I have to make the field business required) on option selected.. I tried with JS and business rule but it doesn't work..

Any help is greatly appreciated!!

Thank you!

All responses (11)

Answers (0)

Divya_R on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi Bipin Kumar,

That was exactly the thing. Thanks so much!

I tried using calculated current date field but it's behaving same, appears only after saving the form.
Suggested answer

Bipin D365 28,961 Moderator on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

HI,

I understood why it is only working after save because Modified on Date will be calculated only when you save the record.

Instead of using OOB modified on field, you should create your own custom datetime field and auto populate this field with current datetime using calculated field.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Divya_R on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Yeah, it's still an issue. In the final date I just added a formula to set to modified date + 0.
Suggested answer

Bipin D365 28,961 Moderator on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi,

With what value you are setting Final Date field?

It shows +"0", what is it that you are trying to do?

This is strange, ideally it should work on change of the field. You should lodge Microsoft support ticket to get this issue resolved from Microsoft.

Workaround is to write Javascript instead of using Business rulel untill you get this fixed.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Divya_R on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

H Bipin Kumar ,

I tried creating a very simple business rule just for testing with both scope - Entity and All Forms, it's still not triggering.

with All Forms it's not even triggering but with Entity scope it triggers while form is saved.
Suggested answer

Bipin D365 28,961 Moderator on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi,

This is what I have tried on my instance and it works as expected -

By default Is Validated field is Hidden and optional. Make sure you have selected Scope as All forms.

Please share screenshot of your Business rule to investigate further.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Divya_R on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Thanks for your reply.

It's still not working. The problem is business rule does gets triggered only when form is saved not on field value change, and I need it to be triggered on field value change.
Suggested answer

gupta.ambar2009@gma... 797 on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi ,

May be step by step you can investigate it to begin with the issue .

first just keep other field visible all the time and apply to make it required on change of first field , you will have more idea when its triggering or not , if its fine then you can introduce new step as well to show/hide based condition.
Suggested answer

Bipin D365 28,961 Moderator on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi,

Check if you have any other Business Rule OR javascript code which is hiding Field B.

I am pretty sure that your Business rule is working but the problem is that some other business rule/JS is hiding your Field B.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Divya_R on at

Like (0)

Report

RE: How to unhide field based on choice selected from another column

Hi Bipin Kumar ,

Thanks for your reply.

Actually the business rule is not triggering on the form right away..

in BR below are the steps added -

-> Changing Field A value to YES

-> Set Field B visibility to YES

-> Make Field B as Business Required

but as soon as I change the Field A value to YES Field B doesn't appear.. that's the problem!

and when I save it, it gives an error Field B is required.